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AWS (AMZN) CEO says very bullish on demand with tens of thousands of customers growing very fast; USD 200bln in capex will prove to be a great investment

The comments from Amazon's AWS CEO highlight a strong outlook for demand, indicating that the significant capital expenditures are expected to yield substantial long-term benefits.

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  • Regardless of how software plays out, customers will need more compute from AWS
  • Much of fear about software is overblown, but there will be huge disruption; Systems of records have the inside track but will have to adjust to be long term winners
  • Half of usage of Bedrock is driven by our own Trainium chips
  • Mix in chips from Intel, AMD and Nvidia with our own proprietary chips which helps us grow faster
Context

This bullish stance suggests resilience despite potential software disruptions, and underscores AWS's strategic advantage through its own cloud technologies and chip development, offering a positive read for Amazon's market position. Watch for potential upward revisions in guidance or sentiment towards tech stocks as the market digests this optimistic outlook.

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